Kettle Hill Capital Management’s Avnet AVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-406,132	Closed	-$17.6M	–	35
2019 Q1	$17.6M	Buy	+406,132	New	+$17.6M	4.96%	8
2018 Q3	–	Sell	-110,994	Closed	-$4.76M	–	33
2018 Q2	$4.76M	Sell	110,994 -118,968	-52%	-$5.1M	1.82%	24
2018 Q1	$9.6M	Buy	+229,962	New	+$9.6M	4.23%	8